Nearly everything in this article is too simple to be correct, or depends on details of your specific plan that is not generalizable. Two examples: ESPP is considered long term capital gains after the later date of 1 year after purchase OR 2 years from the date of the price you paid. Also typically the look back is the lower of the starting and ending price for a period, not lowest in the period.
The only way to provide simple advice on RSUs and ESPP is, as others have said:
Sell them immediately and diversify.
For everything else do research and don't trust a random article, coworker, or HN comment (mine included)
The only way to provide simple advice on RSUs and ESPP is, as others have said:
Sell them immediately and diversify.
For everything else do research and don't trust a random article, coworker, or HN comment (mine included)